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Name Holding Trade Value Shares
Change 		Change in
Stake
RFG
951
REAP Financial Group
Texas
$18.3K +$1.71K +4 +11%
OAJ
952
Ogorek Anthony Joseph
New York
$18K – – –
LWCFA
953
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18K – – –
CCC
954
Chelsea Counsel Company
California
$17.9K – – –
PK
955
Pflug Koory
Nebraska
$17.9K – – –
EB
956
Eastern Bank
Massachusetts
$17K – – –
AAG
957
Armstrong Advisory Group
Massachusetts
$16.6K – – –
CFFP
958
Center for Financial Planning
Michigan
$16.6K – – –
FIA
959
FPC Investment Advisory
California
$16.5K +$12.8K +30 New
KPP
960
Kings Path Partners
Texas
$16.1K – – –
NSIM
961
North Star Investment Management
Illinois
$16.1K +$15.4K +36 New
SHF
962
Safe Harbor Fiduciary
Florida
$14.8K – – –
MWA
963
Medallion Wealth Advisors
Connecticut
$14.3K +$13.7K +32 New
OC
964
Oarsman Capital
Wisconsin
$13.4K – – –
MRP
965
Measured Risk Portfolios
California
$13.4K +$12.8K +30 New
DIP
966
DT Investment Partners
Pennsylvania
$12.5K – – –
JWA
967
JFS Wealth Advisors
Pennsylvania
$12.1K – – –
SWA
968
SOA Wealth Advisors
New York
$12.1K – – –
NWM
969
Nova Wealth Management
Florida
$11.6K +$11.1K +26 New
AFG
970
Albion Financial Group
Utah
$11.2K – – –
DF
971
Dunhill Financial
United Kingdom
$11.2K – – –
MSG
972
Main Street Group
Virginia
$11.2K – – –
T
973
Tidemark
California
$11.2K – – –
CAL
974
Capital Analysts LLC
Pennsylvania
$11K – – –
FFO
975
Fortitude Family Office
Arizona
$10.7K – – –
37 38
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